Benefit Solutions

Compliance

Overseeing a diverse workforce is challenging for most organizations. Then incorporate ACA, DOL, IRS, HIPPA, ERISA, and FMLA regulations that are constantly changing in today environment and there is no wonder why there is so much confusion. At Echelon Advisors we have developed a systemic compliance process to address all these concerns and put an action plan in place. When initially working with a new client, Echelon Advisors will perform a compliance audit to determine the current status of Federal and State requirements. Once this information is obtained, findings are presented with recommendations and timeframes of completion.

Echelon Advisors clients are provided with an annual compliance roadmap that includes an outline with detailed information on specific compliance items and dates. Our clients are updated regularly on any newly issued legislation or regulation with an impact study of how the legislation/regulation will affect their organization and the action steps to comply.

In addition, Echelon Advisors clients have access to our compliance portal, a human resources telephone hotline with benefit attorneys on staff and an online library with templates, videos, and whitepapers to help stay compliant.

Where we are

Main Office
7500 Rialto Blvd
Austin, TX  78735
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Dallas Office
2150 S Central Expy, Suite 280
McKinney, TX  75070
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We typically respond within 24 hours.